Institutional Ownership Lloyds Banking Group PLC (LYG)
This table provides information about the institutional ownership of Lloyds Banking Group PLC (LYG). We have compiled data on the 489 institutions that hold shares in the stock, with a total of 507 Million shares, which have been reported (via 13F filing form) to have a value of $2.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
29,176
shares
|
$123,706
0.01% of portfolio
|
Q1 2025
Added 15.66%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
28,566
shares
|
$121,119
0.0% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
28,162
shares
|
$119,406
0.03% of portfolio
|
Q1 2024
Added 1.81%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Apr 23, 2025 Q1 2025 |
28,000
shares
|
$118,720
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
27,917
shares
|
$118,368
0.0% of portfolio
|
Q1 2025
Added 97.56%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
27,457
shares
|
$116,417
0.01% of portfolio
|
Q1 2025
Added 15.36%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
27,029
shares
|
$114,602
0.01% of portfolio
|
Q1 2025
Added 25.06%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
26,985
shares
|
$114,416
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Apr 22, 2025 Q1 2025 |
26,971
shares
|
$114,357
0.09% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
26,898
shares
|
$114,047
0.0% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
May 08, 2025 Q1 2025 |
26,741
shares
|
$113,381
0.05% of portfolio
|
Q1 2025
Added 137.11%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
26,505
shares
|
$112,381
0.01% of portfolio
|
Q1 2025
Added 17.08%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
26,356
shares
|
$111,749
0.02% of portfolio
|
Q1 2025
Reduced 27.61%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
26,090
shares
|
$110,621
0.0% of portfolio
|
Q2 2023
Added 31.28%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
26,022
shares
|
$110,333
0.06% of portfolio
|
Q2 2025
Reduced 6.73%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
25,997
shares
|
$110,227
0.0% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
25,745
shares
|
$109,158
0.08% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
25,680
shares
|
$108,883
0.02% of portfolio
|
Q2 2025
Added 10.47%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
25,394
shares
|
$107,670
0.0% of portfolio
|
Q1 2025
Added 14.4%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
25,015
shares
|
$106,063
0.0% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
24,665
shares
|
$104,579
0.01% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
24,618
shares
|
$104,380
0.01% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
24,462
shares
|
$103,718
0.02% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
May 09, 2025 Q1 2025 |
24,400
shares
|
$103,456
0.07% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
24,215
shares
|
$102,671
0.0% of portfolio
|
Q1 2025
Added 0.85%
|